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Sunday, 27 May 2018

Salesforce CRM

Salesforce CRM is a Customer Relationship Management(CRM), is a technology system that enables you to better manage your interactions, communications and share information with your customers. Learn more about what CRM is, what it does, and why it matters to your business' livelihood.Salesforce CRM

Salesforce CRM

Definition Of Cloud Computing And Types

  • Definition of cloud computing 
  • On-demand advantages of Cloud computing 
  • Services of Cloud computing 
    • Saas(Software as a Service) 
    • PaaS(Platform as a Service) 
    • IaaS(Infrastructure as a Service) 
  • Types of Clouds 
    • Public Cloud 
    • Private Cloud 
    • Hybrid Cloud 
    • Community Cloud 

Definition Of Salesforce And It’s Products

  • Importance of Salesforce 
  • Importance of CRM and Solutions 
  • Grouth of Revenue using CRM 
  • comparison of Salesforce CRM with other CRM Products 
  • Salesforce Products 
    • Sals cloud 
    • Service cloud 
    • Marketing cloud 
    • Force.com platform 
    • Configuration 
    • AppExchange 
    • Chatter 
    • Web services 
  • Salesforce Features and Edition Limits 

Module 1: Sallesforce Administration

Sales Cloud-Generic Business Process

  • Features of Sales Cloud 
  • Products 
  • Campaign 
  • Lead 
    • Assignment Rule 
    • AutoResponse Rule 
    • Lead Process 
    • Web-to-Lead 
  • Account 
  • Opportunity 
  • Contact 
  • Contract 
  • QuoteManage 
  • Order 
  • Forecast 
  • Entitlement 

Service Cloud-Customer Service

  • Features of Service cloud 
  • case 
  • Solution 
  • Public Knowledge Base 
  • Web-to-case 
  • Self-Service Portal 
  • Escalation rules 

Company Information

  • creating Company Profile 
  • Setting Fisca Year 
  • Setting Business Hours 
  • Setting Holidays 
  • Setting Language 
  • Identifying Edition 

Salesforce-Force.Com Platform

  • Creating User Login Credentials 
  • Setup-Personal Setup 
  • About Administartion Setup 
  • Standard Applications 
  • Standard Tabs 
  • Standard Objects 
  • Creating Custom Application(Design) 
  • Creating Custom Objects 
  • Creating Custom Tabs 
  • Creating Custom Fields Using DataTypes 
  • Creating Custom Picklist and Dependencies 

Manage Users

  • Creating users 
  • Creating Roles 
  • Creating Custom Profiles 
  • Discussion on Standard Profiles 
  • Creating Permission Sets 
  • Creating Public Groups 
  • Creating Queues 
  • Login History 

Relationships In Salesforce

  • Lookup Relationship 
  • Master-Detail Relationship 
  • Many to many Rlationships 
  • Junction Object 
  • Rollup Summary Felds 
  • ReaTime Scinarios 

Applying Validations And Formulas

  • Overview of validation 
  • Creating Validation Rule 
  • Apply Formula in Validation 
  • PageLayout on Objects 
  • Mini PageLayout 
  • Search Layout 
  • Record Type 
  • Field Level Security on Layout 

Object Level Security Model (Table)

  • Profile Level 
  • Permission Set Level 

Field Level Security Model (Column)

  • Profile Level 
  • Page Layout Security 
  • Permission Set Security 

Record Level Security Model-Sharing Settings(Row)

  • Overview of Record Level security 
  • Organization-Wide-Default 
  • Sharing Rules 
  • Grant Access Using Hierarchies 
  • Internal Access 
  • External Access 
  • Mannual Sharing 
  • Owner Based Sharing Rule 
  • Both Usage of Profile and OWD 
  • RealTime Scenarios 

Workflows And Approvals

  • Overview of Workflows 
  • Email Alerts 
  • Tasks 
  • Field Updates 
  • Outbound Messages 
  • Time Dependent Workflow Actions 
  • Order of Execution 
  • Approval Process Definition 
  • Dynamic Approval Process 
  • Multi-Step Approval Process 
  • Parallel Approval Process 
  • Approval Process Actions 
  • Real Time Scenarios 

Data Management With SFDC

  • Overview Import wizard 
  • Limitations on Import Wizard 
  • Data Export 
  • Import Objects 
  • .CSV File usage in salesfore 
  • Import Data into Salesforce 
  • Data Loader 
    • Overview 
    • Limitations 
    • Installation 
    • Mapping with Fields 
    • Upsert Data 
    • Batch Process 
  • Mass Transfer Records 
  • Mass Delete of Records 

Process Builder

  • Overview of Process Builder 
  • Working with Process Builder 
  • Workflows With Process Builder 

Community Creation

  • Customer community 
  • Partner Community 
  • Creating User On Community 
  • Self Registration 

Security Settings

  • Single-Sign-on settings 
  • Session Settings 
  • Password Policies 
  • Identity Provides 
  • Login Access 
  • Identity Connect 
  • Email Admin Setup 

Email Administration

  • Deliverability 
  • Test Deliverability 
  • Organization-Wide Addresses 
  • Setting Email Footers 
  • Compliance BCC Email 

Administrative Integration

  • Overview on Declarative(no-code) 
  • Overview on Programatic(coding) 
  • Integrating SFDC to SFDC 
  • Integrating SFDC to Excel 
  • Integrating SFDC to Facebook 

Reports And Dashboards

  • Importance of Reports 
  • Discussion On Standard Report 
  • Creating Custom Report 
  • Creating Tabular Report 
  • Creating Summary report 
  • Creating Matrix Report 
  • Creating Joined Report 
  • Creating Report Types 
  • Applying Filters on Report 
  • Run Report 
  • Export Report 
  • create Dashboard 
  • Fetching Dashboard in to Visualforce 

Resolving Project Issues

  • Overview on Types of Projects 
  • Issue Capturing and Priority 
  • Isuue Resolving 
  • Issue escalation 
  • How RealTime Issues 
  • Overview on Outlook Email 
  • Code Checking 
  • BluePrint 
  • Agile Methodology 
  • How to Clear RoadBlocks 
  • Office Communicator(O.C) 

Module 2: Salesforce Development

Project Related

  • Resolving User Issues In Project 
  • Importance of User In Application 
  • Real time project explanation 
  • Real time Project Business Process 
  • Project Development Life Cycle 
  • Project Management Tools 
  • Sandbox and UAT 
  • Change Set 
  • Deployment 
  • Production 

Before Start Development

  • Enable Development Mode 
  • MVC Architecture 
  • Developer Console Usage 
  • Query Editor Usage 
  • Execute Anonymous Window 
  • Create Class Using Developer Console 
  • Create Visualforce Using Developer Console 
  • Test and Debug Using Developer Console 
  • Installing Eclipse 

Visualforce Pages

  • Comparisson With HTML Tags 
  • Create VF Using URL 
  • Create VF Using Developer Console 
  • Create VF Using Standard Navigation 
  • Create VF Using Eclipse 

Data Sources In Visualforce

  • Apex Class Variables 
  • Parameters Using URL 
  • Global Standard Objects or Custom Objects 
  • Static Data 

Pageblock Tags

  • Pageblock 
  • PageBlockSection 
  • PageBlockSectionItem 
  • PageBlockButton and Location 
  • CommandButtons and Actions 

Input Components

  • InputField 
  • InputSecret 
  • InputHidden 
  • InputFile 

Select Components

  • SelectOption 
  • SelectOptions 
  • SelectCheckBox 
  • SelectRadio 

Message Tags

  • PageMessage 
  • PageMessages 

Panel Tags

  • PanelBar 
  • PanelBarmItem 
  • PanelGrid 
  • PanelGroup 

Other VF Tags

  • Column 
  • CommandLink 
  • Detail 
  • Facet 
  • Form 
  • Iframe 
  • Image 
  • IncludeScript 
  • Include Page 
  • ListViews 
  • Repeat 
  • Tab and Tab Panel 
  • Render,Rerender,RenderAs 
  • Passing parameters 
  • Creating VF Tabs 
  • Realted List 
  • Enhanced List 

List Views

  • Creating Views 
  • PageBlockTable ListView 
  • DataTable 
  • DataList 
  • Repeat 

Action Components In Visualforce

  • ActionSuppot 
  • Action Function 
  • ActionStatus 
  • ActionRegion 
  • ActionPoller 

Real Time Topics With Visualforce

  • Usage of Static Resource In VF 
  • Overriding Buttons, Links and Tabs with VF 
  • Dynamic Visualforce Binding 
  • Integrating Email with Visualforce 
  • VisualforceTemplates 
  • Generate Visualforce page as PDF,WordDocument 
  • Real Time Scinarios 

Usage Of CSS In Visualforce

  • Create CSS Class 
  • InternalCSS 
  • External CSS 
  • StaticResource In ExternalCSS 
  • Boostrap Usage in Visualforce 
  • Realtime Scinarios 

Usage Of JavaScript

  • JS Functions Usage in Visualforce 
  • JS DOM Usage in visualforce 
  • JS Events Usage in Visualforce 
  • JS Validations In Visualforce 
  • Internal JavaScript 
  • External JavaScript 
  • Realtime Scinarios 

Usage Of jQuery In Visualforce

  • Using Less Code In Visualforce 
  • Jquery StaticResorces 
  • URL Plugins 
  • AutoComplete 

Usage Ajax In Visualforce

  • Overview on Connections 
  • Ajax SOQL 
  • Ajax DML 

Usage Of Angular Js In Visualforce

  • Overview on Single Page Web Application 
  • Dependency Injection 
  • Controller, Directives 
  • Filters,Model 
  • Scope, Service 
  • Expressions, Module 

OOPS-Object Oriented Programming

  • Fundamental and Properties 
  • Variables 
  • Identifiers 
  • Data types 
  • Access Modifiers 
  • Methods 
  • Conditional Statements 
  • Exceptiopnal Statements 
  • Class syntax writing 
  • Constructing Method 
  • Reference Varibles 
  • Setter Method 
  • Getter method 
  • Constructors 
  • Class Properties 
  • Return Statements 
  • Inheritance 
  • Abstarction 
  • Polymorphism 
  • Encapsulaion 
  • Creating Wizard Class 
  • Wrapper Class 
  • Usage Of properties in sfdc 

APEX

Collections

  • List class-Scenarios 
  • Set class-Scenarios 
  • Map class-Scenarios 
  • Advanced Example Programs 

SOQL And SOSL

  • Overview on SOQL,SOSL 
  • Fetching Records on VF Using SOQL 
  • Inserting Records from VF to Salesforce 
  • Debug Logs 
  • Static SOQL 
  • Dynamic SOQL 
  • Relational SOQL(p-c,c-p) 
  • Functional SOQL(Aggregate,Date) 
  • Creating Interfaces Using SOSL 
  • GoverningLimits on Apex 
  • RealTime Project Scinarios 

DML Operations

  • DML STATEMENTS VS DATABASE CLASS METHODS: 
  • Database DML Operations 
  • Insert Statement 
  • Update Sattements 
  • Upsert Statement 
  • Delete Statements 
  • Undelete Statements 
  • Merge Statements 
  • Rollback operations 
  • SavePoint In DML 
  • Realtime Rroject Scenarios 

Controllers In APEX

  • Standard Controller 
  • Standard Set Controller 
  • Custom Controller 
  • Controller Extensions 

Schema Programming

  • Objects 
  • fields 
  • Selected Options 

Email Service Using Apex Class

  • Overview Of Email Sending 
  • Outbound Email Service 
  • Inbound Email service 
  • Email Service Using Templates 
  • Sending PDF Attachments 
  • Sending VF Attachments 
  • Mass Email Message Sending 
  • Creating Methods for Sending Emails 
  • Syntax for Send Emails 
  • Realtime Scenarios 

Custom Setting

  • List Custom setting 
  • Hierarchial Custom Setting 

Asynchronous APEX

  • Future Method-Long Running 
  • Queueable Apex-Chain Jobs 
  • Batch Apex-LargeDataVolumes 
  • Scheduled Apex:Run On Schedule 
    • Implemantation 
    • Invoking Future Method from Schedule 
    • Schedule Using Point and click 
    • Schesule Using Code Customization 

Batch APEX

  • Iterable Class 
  • QueryLocator 
  • GetQueryLocator 
  • Start Method 
  • Execute Method 
  • Finish Mehtod 
  • Sending Email From finish Method 
  • BatchableContext 
  • Debug Batch Apex 
  • Creating Future Methods in Batch Apex 
  • Implememnting Database.AllowCallouts 
  • Call Batch In a Batch 
  • Serialize Batch By Batch 
  • RealTime Scenarios 

Apex Triggers

  • Overview On Triggers 
  • Trigger Events 
  • Before Triggers 
  • After Triggers 
  • Insert Triggers 
  • Update Triggers 
  • Delete Triggers 
  • Undelete Triggers 
  • New 
  • Old 
  • NewMap 
  • OldMap 
  • Recursive Triggers 
  • Validation Rule with Trigger 
  • Workflow with Trigger 
  • Invoking Batch Apex,callouts from trigger 
  • Invoking Schedule,Future Methods from Trigger 
  • RealTime Scenarios on Each Topic 

Test Class

  • Overview on Test classes 
  • StartTest,StopTest 
  • Test Class on Apex class 
  • Test Class on Batch APEX 
  • Test Class On Schedule Apex 
  • Test Class on Triggers 

Module 3: Programmatic Integration

Integration and WebServices

  • Definition Of Integration 
  • Definition Of WebServices 
  • Purpose Of WebServices 
  • Types Of Web Services 
  • JSON Class 
  • JSON Generator Class 
  • JSON Parser 
  • JSON Serialization 
  • JSON Deserialization 
  • XML CLASSES IN WebServices 
  • HTTP Callouts 
  • Creating APEX WSDL File 
  • Integration Using SOAP API 
  • Integration Using REST API 
  • Real Time Scenarios